We are a team of passionate experts from around the globe who turn ideas into action to help the world's most successful individuals, families, and institutions achieve their financial goals. Since our founding in Chicago in 1889, we have stayed true to the core principles established by our founder Byron Smith: service, expertise, and integrity. These aren't just words on a wall - they guide every decision we make and every relationship we build with our clients.
Today, we manage $1.8 trillion in assets and employ more than 23,000 people across offices in over 20 locations worldwide. Our work spans wealth management, asset servicing, investment management, and banking solutions. Whether we're helping a family office navigate complex wealth transfer, supporting a pension fund's investment strategy, or assisting a corporation with treasury services, we take the time to understand what truly matters to each client. We believe that thoughtful stewardship and innovative technology can work together to create lasting financial impact - and we have the 135-year track record to prove it.